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JPMorgan Chase & Co. shares owned by Petix & Botte

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Petix & Botte from 13F filings

Historical chart of Petix & Botte investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Petix & Botte consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Petix & Botte

Quarter filed Position value Share count Share price at filing
2023-12-31 $275k 1.6k 170.10
2023-09-30 $234k 1.6k 145.02
2022-03-31 $275k 2.0k 136.54
2021-09-30 $329k 2.0k 163.36

More positions owned by Petix & Botte

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core S&p Us Vlu (IUSV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Us Treas Bd Etf (GOVT)
First Tr Value Line Divid In SHS (FVD)
Ishares Tr Rus 1000 Grw Etf (IWF)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for Petix & Botte

Top funds holding JPMorgan Chase & Co.

Vanguard Group
Bank of America Corporation
Wellington Management Company
Norges Bank Investment Management
T. Rowe Price Associates
Massachusetts Financial Services
Bank of New York Mellon
Royal Bank of Canada
Wells Fargo & Company
Legal & General Group
UBS Group
Dimensional Fund Advisors
Charles Schwab Investment Management
Goldman Sachs Group
Citadel Advisors

View all funds holding JPMorgan Chase & Co.